Proposal in Process Status Name

Proposal in Process Status Name is the name of the status that is used in the workflow of a proposal that is in process.

Double-clicking the Proposal in Process Status Name from the list will bring up the Global Setting card.

Field on the Global Setting Detail

The value field is intended to enter the adjustment value. It is a text value that should be the workflow status name which marks the proposal in process. The correct name of this status can be found in the Administration Settings section called Workflow Diagrams and by following these steps:

  1. Select the Workflow Diagrams option in the left menu of the Administration Application.

  2. The list of workflow diagrams will be displayed in the right part of the window from which you select the proposal diagram, e.g. Issued Proposal.

  3. Click the Modify List of Statuses icon.

  4. The list of statuses which are defined for a given workflow will be displayed in the table. We are looking for the status that denotes a proposal in process – in our case it will be InProcess. It is important to work with the name that is listed in the FileAs column, as shown in the picture. In our case, insert the InProcess value into the Proposal in Process Status Name in the Global Settings.

Clicking OK in the lower part of the Global Setting card will save changes and close the card. If you wish to close the Global Setting card without saving any changes, click Cancel.